Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Working All Day, But Trading Behind the Bosses Back Thread -- Ignore unavailable to you. Want to Upgrade?

To: Mark[ox5] who wrote (414)	2/4/1999 9:33:00 PM
From: Steve Smith	Respond to of 779

<<You will have fun with Feb calls .. grin, especially with only 2 weeks to go before they go POOF... hoping it doesnt happen to my YAHOOs!>> POOF? LOL. ERICY commons held up well today under the NASD pressure. I think ERICY will hit at least 30 in 2 weeks. Just a guess. steve

To: Mark[ox5] who wrote (414)	2/5/1999 2:27:00 AM
From: lazarre	Read Replies (2) \| Respond to of 779

<<Never researched ERICY, but from basic research NOKIA and ERICY are head and shoulders above everyone else.>> I just sold my ERICY, which I had been sitting on for months, last week during its run from 24 to 28 ( yes, that's a run for ERICY ); and deployed the dough into VRIO ( one of my better switcheroos ). I'd be careful about ERICY for the LT. Their GSM platform, imo, is losing the standards ( for wireless infrastructure ) battle to Qualcomm's CDMA which has strong backing by Barshevsky and the Trade Crew in DC. That's key in the battle royale between CDMA and GSM taking place in Europe right now. The Q has already won in the U.S. and there's no better prognosticator than that for LT success. The Q is already doing some nifty things like running the INET on Palm Pilot like devices that also act as a cell phone....and they are hugely profitable. But you're right with NOKIA, with the actual phone they are Da Man ( for now )....BTW, have no Q anymore; sold out too soon at 55 around Thanksgiving :-(.....hoping against hope one day for another entry point around 50. I suspect no one took my IICX cue from last week: hopped effortlessly $13 today from stronger than expected revenue growth but more importantly it announced that its hired Morgan Stanley for, well, what people usually hire those guys to do. It's bandwidth, bandwidth, bandwidth....I love it. L